See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,735 | $80,968-64.5% | $96,544-70.2% | $75,163-61.8% |
| Participation rate | 74.4% | 71.8%+2.6pp | 76.0%-1.6pp | 67.2%+7.2pp |
| Annual return | 4.92% | 27.06%-22.1pp | 25.84%-20.9pp | 160.62%-155.7pp |
| Employer contribution / active EE | $957 | $2,282-58.1% | $2,965-67.7% | $2,670-64.2% |
| Participant deferral / active EE | $1,155 | $3,928-70.6% | $4,851-76.2% | $4,125-72.0% |
| Admin fee / account holder | $216 | $6,724-96.8% | $8,252-97.4% | $5,651-96.2% |